Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Seems to me that there is a certain sensitivity required when engaging with terminal phase patients. They are playing an altruism role in trying to benefit future cancer patients and AS getting excited about trial success half way through wouldnt seem to me to be all that considerate to them. When the trial completes is soon enough for me.
Not sure why you are concerned with not activating given that this is perhaps the most basic aspect other than so toxic it kills the recipient. Activation is a given in my opinion, how much activates outside the TME is however, an unknown but seems likely to align with or be better than the animal study given that mice apparently have more FAP in the blood than humans.
MTD to be determined in 1a and dosing regime in 1b. Could both look very different to current dox arrangements. All animals were alive at the end of the animal trial and AS declared that as though it was quite unusual is my opinion.
Chat for chats sake in my opinion. Clearly worked in mice and other animal models, clearly US convinced by the initial data. One hell of a lot of preliminary work undertaken to eliminate the basics such as toxicity and cleavage. For me its all about how much FAP in the blood to reduce the x 18 in the tumour, Id like to see a minimum of x 10, just has the right ring to it though if I was suffering with Cancer I think Id be quite keen on as little as x 2.
Yes, percentages of 100s of percents look worrying. At this stage I simply focus on whether share prices of 200p, 500p and 2000p ate still possible and dont look at portfolio value. Of course all are possible in the short to medium term, provided the Avacta board get their act together.
A key element of getting Affidx sorted is "driving the cost out of it". Get that right and sort the antibody issue preferably with a suitable Affimer and we will be quids in. Rather they do the complete job than half a job.
Liked this in the Affimer Scaffold document which isnt something thats yet been confirmed formally to my knowledge and should add a Billion or so the the Market Cap ...
"Does not induce immune response or toxicity in humans • stable under a wide range of salt concentrations, pH and temperatures • can be immobilised on solid supports."
Say what you like but AS and Avacta have been victims of circumstance, in part (in my opinion) bribery and corruption. But he hit the nail on the head with we will sell all we can make, turns out we couldnt make that many. But on the AffiDX front the foundations of a good business for sale or otherwise have been put in place in double quick time. Lets hope new products are in the offing, Covid test was just the beginning. Partnerships are looking solid, Affimers could replace 100 Billion worth of Antibodies or so. Still a great investment case. This is a very long way from being a basket case, will be a long wait to July but the best course is to check the share price less often. Goodluck to those left standing, Im in until the buy out or 2500p which ever comes sooner, but not loosening my grip until then. Keep smiling all.